Although prices has gone up much, if 3Q13 results can be sustained (EPS 4.69), we are looking at a forward PER of 8.6 only, vs Gtronic's PER 17.
All external factors indicate that they should be able to sustain, at least for 4Q13 driven by Christmas sales and 1Q14 driven by China Mobile deal. New ipad sales are good, and they carry Avago's chip (from iFixit). Furthermore, Apple has just signed with China Mobile, which may boost their 1Q14 sales. As an export oriented company (84% products exported), they also should benefit from a weaker ringgit and a stronger USD in 2014.
Tan KW, I don't trade, I invest. However, unlike pure fundamentalist I also put in a lot of effort studying growth catalyst proposals. As a result, I do change my mind every now and then if my assumptions proved incorrect. My strategy earned me 70% return from equities last year excluding dividends. Am I allowed to use my strategy in this competition or not? If I'm not allowed to, then forget it delete my portfolio I'm out. If I'm allowed to, then I would also like to switch all my Malton to Country View.
ok.let start with overview dulu.14 orang,10 untung lebih dari market index.4 rugi below market.ini maksud 71% orang i3 untung dgn tactic buy hold sekarang.terbukti buy hold boleh.
stock sector pilihan popular ialah ICT dan property. Wiseeye portfolio concentrate banyak di ICT.diversificaton tak banyak tapi untung lebih market sekarang.
AndyKah pilih 2 stock paling hot di market,dsonic dan ecoworld.kaedah ini buat dia untung besar.patutkah kita mengejar stock paling panas di market utk cari untung?rugi teruk di warrant juga.
no 1 dan no 2 ialah ooi teik bee dan growthinvestor.dua orang pun kira dividend sekali.tapi ooi teik bee price quote mashi dec13.dulu sudah cakap advantage sudah sana.hari ini tak mau kira betul betul...lain kali baru kira
no 5,6 dan 7 antara 3 orang ini.andykah 115,475,hjey 121,458 dan intelligent_investor 109,978.bonus issue dan dividend pun belum kira..banyak kena kira
no,8,9,10 dan 11 antara 4 orang ini. 爱丽斯 梦幻世界 108,476,tankw 106,629,jester 107,600 dan wiseeye 104,198..cuma 爱丽斯 梦幻世界 ada kira dividend.yg lain belum kira bonus dan dividend.besar kemungkinan no 11 ialah 爱丽斯 梦幻世界..kita tengok nanti..
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
soojinhou
869 posts
Posted by soojinhou > 2014-01-04 11:39 | Report Abuse
Inari
Although prices has gone up much, if 3Q13 results can be sustained (EPS 4.69), we are looking at a forward PER of 8.6 only, vs Gtronic's PER 17.
All external factors indicate that they should be able to sustain, at least for 4Q13 driven by Christmas sales and 1Q14 driven by China Mobile deal. New ipad sales are good, and they carry Avago's chip (from iFixit). Furthermore, Apple has just signed with China Mobile, which may boost their 1Q14 sales. As an export oriented company (84% products exported), they also should benefit from a weaker ringgit and a stronger USD in 2014.